Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
REINHART BOERNER VAN DEUREN S.C.3+ years Service code 29 · EIN 39-1126909 | Legal | $15,215 |
BCC ADVISORS3+ years Filed as: BCC ADVISERS Service code 34 1707 HIGH STREET · DES MOINES, IA 50309 | Valuation (appraisals, etc.) | $8,525 |
SES ADVISORS, INC.3+ years Service code 15 · EIN 04-3760707 | Recordkeeping | $8,220 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-1530399 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,453 | $54,045+163.6% | $115,167+23.7% | $65,186+118.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 75.9%+24.1pp | 70.2%+29.8pp |
| Annual return | 0.02% | 26.55%-26.5pp | 35.60%-35.6pp | 29.39%-29.4pp |
| Employer contribution / active EE | $5,128 | $1,653+210.2% | $3,179+61.3% | $2,177+135.6% |
| Participant deferral / active EE | $0 | $2,504-100.0% | $4,169-100.0% | $3,514-100.0% |
| Admin fee / account holder | $277 | $626-55.8% | $7,089-96.1% | $847-67.4% |